View more on these topics

Symponia aiming to orchestrate over-65s

Long-term-care specialist network Symponia is expanding its business to cover all areas of financial planning for people aged 65 and over.

The network is aiming to become the leading financial advice group in the UK for elderly people and will offer advice on areas such as equity release and inheritance tax planning.

Symponia was initially established as a care fee planning organisation and has 60 members at present who all hold the CF8 qualification.

The company says the new move is a logical progression in its development.

Joint founder and managing director Janet Davies says: “Financial needs change over time. The requirements of a 20-year-old are significantly different to those of people who are approaching retirement. The wishes and objectives of older people, who may or may not be healthy, are quite specific and demand an extra level of knowledge and care.”

Sesame product manager Phil Hull says: “Provided the advisers have been properly trained to advise on these areas then I welcome the move. I genuinely believe long-term care advice should be an essential part of overall post-retirement planning.”


HBOS is the best in show

The Midland Bank was once regarded as the Listening Bank but today it can be applied more deservingly to HBOS which is winning graciously and seems unencumbered by arrogance, vanity or complacency.

FSA censures GDT over withdrawal

The FSA has publicly censured GD Tancred Financial Services for not clearly explaining and documenting the risks of income withdrawal to customers with small pension pots. GDT is writing to all income withdrawal customers to make them aware of the risks.

Which? has always paid its way

In response to the letter by Michael Brayne of Brayne & Co in Money Marketing last week, Which? would like to put the record straight about how we conduct our research when mystery shopping financial advice. The research is designed to test the quality of financial advice available across the market. Therefore, it is essential […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm